What are the responsibilities and job description for the Audit Senior position at Creative Planning?
Job Summary The Audit Senior works to provide excellent audit preparation services in all client engagements, participates in engagement scheduling and is an active participant in identifying areas of process improvement.
They are focused on increasing technical skills and are active participants in firm initiatives.
The Audit Senior is responsible for executing the audit plan as developed by the partner and manager.
They will be a contributing member and leader of audit engagements and the broader audit team.
The Audit Senior will perform test work, handle projects as assigned, and allow the audit team to provide input on client financial statements, while fostering strong client relationships.
Responsibilities Prepares basic and advanced work papers, including clear and concise written documentation; drafts reports including footnotes and management and required communication letters.Keeps current on and applies basic accounting standards and education.Effectively follows instruction and meets time budgets and deadlines for assigned areas, projects and overall assignments.Understands and adheres to client confidentiality standards, demonstrating awareness of firm's risk management policies and procedures, by identifying and referring ethical, independence and conflict issues to manager and / or partner.Develops open and cordial oral and written communication with appropriate client personnel to facilitate good relations and exceptional client service, communicating with all levels within the client's organization, both orally and in writing.Develops strong understanding of client's business to identify issues and provide constructive service suggestions.Develops understanding of service offerings within, and across lines of service to identify opportunities to meet client's needs.Be a resource for audit associates and interns.
This may include technical training and providing feedback on client engagements.Support the growth and professional development of yourself and your Creative Planning teammates by participating in company sponsored trainings, CPE courses, internal committees, and mentorship opportunities.Actively participates in firmwide A&A L10 and related committees and teams.
Qualifications A bachelors degree in accounting or related field of studyCPA certification in process2 years of professional services experienceExcellent interpersonal skillsStrong written and verbal communication skillsStrong analytical, teamwork and organizational skillsIntegrity, maturity, dependability, a positive attitude and a strong work ethicPC proficiency, including spreadsheet, word processing and presentation software applicationsAnalytical skills with high detail orientationResearch and understand professional frameworks, standards and guidanceTechnology and tools best practices including audit softwareQuality controlRisk assessment, analysis and managementMeasurement analysis and interpretation Creative Planning, LLC is an independent wealth management firm, whose affiliates also provide business consulting, tax, financial, and other professional services to clients.
Creative Planning and its affiliates lease employees and other resources to BerganKDV, an independent, separately governed, and licensed CPA firm, in support of audit and attest services BerganKDV provides to its clients.
